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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
376
Abeille Asset Management
France
$253K +$294K +8,000 New
VWA
377
Visionary Wealth Advisors
Illinois
$249K +$24.6K +670 +9%
KPWS
378
Kestra Private Wealth Services
Texas
$248K +$45K +1,225 +19%
MWM
379
Meridian Wealth Management
Kentucky
$246K -$5.51K -150 -2%
SG
380
StoneX Group
New York
$243K -$76.8K -2,089 -21%
HIIFS
381
Harel Insurance Investments & Financial Services
Israel
$240K -$130K -3,542 -32%
UMC
382
United Maritime Capital
New York
$238K +$36.7K +1,000 +15%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$237K -$90.3K -2,456 -25%
WTC
384
WhitTier Trust Company
Nevada
$236K – – –
Verition Fund Management
385
Verition Fund Management
Connecticut
$235K – – –
BBVA
386
Banco Bilbao Vizcaya Argentaria
Spain
$234K -$59.7K -1,625 -18%
WPW
387
Warther Private Wealth
Ohio
$231K -$19.3K -525 -7%
GWM
388
Geneos Wealth Management
Colorado
$231K -$11.4K -310 -4%
DADC
389
D.A. Davidson & Co
Montana
$226K -$9.74K -265 -4%
ETC
390
Exchange Traded Concepts
Oklahoma
$226K +$73.6K +2,004 +39%
WA
391
Wealth Alliance
New York
$225K -$6.72K -183 -3%
ARC
392
Advisor Resource Council
Texas
$222K +$259K +7,035 New
MCM
393
MAI Capital Management
Ohio
$221K -$441 -12 -0.2%
AAS
394
Annex Advisory Services
Wisconsin
$220K -$2.72M -74,088 -91%
Cerity Partners
395
Cerity Partners
New York
$219K +$252K +6,853 New
CIA
396
Capital Investment Advisors
Georgia
$217K +$44.2K +1,203 +21%
FTDI
397
First Trust Direct Indexing
Massachusetts
$212K -$11.4K -310 -4%
UAS
398
United Asset Strategies
New York
$209K +$3.67K +100 +2%
KCMH
399
Keywise Capital Management (HK)
Hong Kong
$209K +$243K +6,600 New
DTL
400
Dynamic Technology Lab
Singapore
$209K +$243K +6,602 New